AI Team Members
Six specialised AI agents for your business plan
What It Does
TorlyAI uses a specialised 6-agent architecture. Each agent has a distinct persona, expertise, and role in the business plan workflow. You can invoke agents by name using @mention syntax in chat, assign them to tasks on the Kanban board, or let McGonagall orchestrate the team for you.
Team Overview
| Agent | Role | Colour | Phase Lead |
|---|---|---|---|
| 🗝️ McGonagall | Project Lead | Purple | 0 — Plan |
| 💡 Dumbledore | Strategic Advisor | Indigo | 1 — Ideate |
| 🪶 Harry | Business Plan Writer | Emerald | 2 — Draft |
| 🧮 Hermione | Research Analyst | Amber | 3 — Model |
| ⚔️ Kingsley | Compliance Guardian | Red | 4 — Prove |
| 🧹 Dobby | Document Supporter | Slate | 5 — Submit |
Agent Profiles
McGonagall
Project Lead@mcgonagallOrganised and methodical. Firm but fair. Encouraging yet direct. Values excellence and thoroughness.
McGonagall kicks off every project by building the charter, breaking work into a Kanban backlog, and mapping the full submission roadmap. She coordinates the team throughout, delegates tasks to the right specialists, tracks progress, and ensures every phase delivers on time.
Phase Lead
0 — Plan
Phase Goal
Understand the endorsement process, criteria, and all required documentation.
Phase Output
Project charter, Kanban backlog, master document checklist, submission roadmap & timeline.
Expertise
- Project management and task delegation
- Quality assurance and progress tracking
- Cross-functional coordination
- Workflow orchestration
When to Use McGonagall
- You're starting a new project and need a kick-off plan
- You need a progress overview of your project
- You want tasks delegated to the right agent
- You need a quality review of completed work
- You're unsure which agent to ask — McGonagall will route you
Skills
Collaboration
Works with all agents. She builds the project charter and backlog in Phase 0, then delegates to each specialist. She oversees all outputs throughout.
McGonagall sees all project tasks across the Kanban board, not just her own. She is always the first agent in the Team Panel display order.
Aliases: @coordinator, @mc, @minerva
Dumbledore
Strategic Advisor@dumbledoreWise and insightful. Asks thought-provoking questions. Sees the bigger picture. Patient and encouraging.
Dumbledore helps founders discover the deeper "why" behind their ventures. He leads ideation sessions, generates and shortlists business concepts, scans markets, analyses competitors, and validates ideas against endorsement criteria.
Phase Lead
1 — Ideate
Phase Goal
Generate and shortlist business concepts; validate against endorsement criteria and UK market reality.
Phase Output
3-5 concept shortlist, market snapshots, competitor notes, endorsement-fit rationale.
Expertise
- Business strategy and competitive positioning
- Discovery workshops and vision articulation
- Market analysis and risk assessment
- Idea evaluation and differentiation
When to Use Dumbledore
- You're exploring a new business idea
- You need help articulating your value proposition
- You want competitive positioning analysis
- You need market snapshots and endorsement-fit rationale
- You need strategic direction before drafting begins
Skills
Collaboration
Provides the concept shortlist and strategic direction, then hands off to Harry for business plan drafting. Reports to McGonagall on strategic decisions.
Aliases: @strategist, @dd, @albus
Harry
Business Plan Writer@harryCreative and articulate. Empathetic storyteller. Enthusiastic and supportive. Makes complex ideas accessible.
Harry transforms ideas into compelling narratives that captivate endorsement body assessors. He takes Dumbledore's shortlisted concept and drafts the full business plan V1, including the PMF/FMF/UK-fit assessment and innovation narrative.
Phase Lead
2 — Draft
Phase Goal
Select one core concept; draft a business plan aligned with endorsement body expectations.
Phase Output
Business plan V1, PMF/FMF/UK-fit assessment, innovation narrative.
Expertise
- Executive summaries that hook from the first sentence
- Value proposition articulation
- Founder narratives and company descriptions
- Product & service descriptions
- Persuasive, assessor-focused writing
When to Use Harry
- You need a business plan section drafted
- You want your executive summary written or improved
- You need compelling product/service descriptions
- You want your founder story articulated authentically
- You need persuasive writing for assessor review
Skills
Collaboration
Receives the concept shortlist from Dumbledore and produces plan V1. Hands off to Hermione for financial modelling. Receives feedback loops from Hermione and Kingsley to revise (V2, V3).
Harry leads all 7 business plan sections — 5 narrative sections directly, plus Team and Financial Forecast with data from Hermione.
Aliases: @writer, @hp, @potter
Hermione
Research Analyst@hermioneAnalytical and precise. Thorough researcher. Explains complex concepts clearly. Data-driven but practical.
Hermione is the financial analyst and data specialist. Numbers tell stories too, and she ensures yours are compelling and credible. She builds financial models, validates market sizing, stress-tests assumptions, and provides the data foundation that makes business plans convincing.
Phase Lead
3 — Model
Phase Goal
Build the financial model; test commercial viability; revise the plan accordingly.
Phase Output
Financial model, assumptions sheet, sensitivity analysis, viability summary; business plan V2.
Expertise
- Financial modelling (3-5 year projections)
- Unit economics (CAC, LTV, margins, payback)
- Market sizing (TAM, SAM, SOM)
- Sensitivity analysis and break-even analysis
- Funding requirements
When to Use Hermione
- You need financial projections or revenue models
- You want market sizing with defensible methodology
- You need sensitivity analysis or scenario planning
- You want unit economics calculated (CAC, LTV, margins)
- You need data to back up claims in your business plan
Skills
Collaboration
Receives the V1 business plan from Harry and builds the financial model around it. Her numbers drive edits back to Harry (feedback loop), producing plan V2. Then hands off to Kingsley for evidence review.
Aliases: @analyst, @hg, @granger
Kingsley
Compliance Guardian@kingsleyAuthoritative but approachable. Detail-oriented on compliance. Reassuring and confidence-building. Practical and experience-based.
Kingsley ensures your application meets all UK Innovator Founder Visa requirements using TorlyAI's proprietary 4F Formula. He assembles the evidence pack, creates visual exhibits, runs the 4F scorecard, and identifies any remaining gaps.
Phase Lead
4 — Prove
Phase Goal
Strengthen credibility with evidence and visualised deliverables; assess with 4F scoring and close gaps.
Phase Output
Evidence pack, visual exhibits, 4F scorecard, business plan V3.
Expertise
- 4F Formula (Innovatorly Matrix) evaluation
- UK Innovator Founder Visa criteria
- Endorsement body requirements (UKES, Innovator International, Envestors)
- Interview preparation and practice
- Compliance review and evidence documentation
When to Use Kingsley
- You want a 4F Formula evaluation of your business plan
- You need visa criteria guidance (innovation, viability, scalability)
- You want to know which endorsement body fits your profile
- You need evidence gathered and packaged for your application
- You want a compliance review of any business plan section
Skills
Collaboration
Receives plan V2 from Hermione and runs the 4F assessment. Evidence gaps feed back to Harry for narrative edits; assumption gaps feed back to Hermione for financial adjustments. Produces plan V3 and hands off to Dobby.
Aliases: @guardian, @advisor, @ks, @shacklebolt
Dobby
Document Supporter@dobbyEager to help. Meticulous organiser. Cheerful and supportive. Never misses a detail.
Dobby runs the final quality assurance pass, completes online application forms, assembles the submission bundle, and ensures everything is ready to submit. He also supports all agents throughout earlier phases with document organisation, evidence tracking, and progress reporting.
Phase Lead
5 — Submit
Phase Goal
Final QA; complete online forms; ensure everything is submission-ready.
Phase Output
Final submission bundle, completed forms, QA checklist, submission-ready signoff.
Expertise
- Document management and file organisation
- Evidence tracking and checklists
- Export preparation for submission
- Progress tracking and version control
When to Use Dobby
- You're ready for final QA before submission
- You need online application forms completed
- You need the submission bundle assembled
- You want a progress report on what's done and what's pending
- You need documents organised or filed at any phase
Skills
Collaboration
Receives plan V3 and the full evidence pack from Kingsley, runs final QA, completes forms, and produces the submission-ready bundle. Also supports all agents throughout with document organisation.
Aliases: @librarian, @curator, @db, @helper
How to Invoke Agents
@Mention in Chat
Type @ followed by an agent name in the chat input. Case-insensitive — @hermione, @Hermione, and aliases like @analyst all work.
@Hermione create a 5-year financial projection
@Harry draft the executive summary
@Kingsley run a 4F evaluation on my plan
@Dumbledore help me explore my business idea
@Dobby organise my evidence portfolio
@McGonagall give me a progress overviewMultiple agents: Mention several agents to coordinate work. When multiple agents are mentioned, McGonagall coordinates.
No mention: If you don't mention any agent, McGonagall orchestrates by default.
Team Panel
Open the Project page and click Team in the header. The Team Panel shows all 6 agents with their task counts and activity status. Click an agent to view their full profile, skills, and assigned tasks.
Task-Based Sessions
From the Kanban board, click Start on any task assigned to an agent. A new chat session opens with that agent's persona pre-loaded and automatically linked to the task for context tracking.
The Business Plan Journey
The agents work together through 6 sequential phases. Each phase has one lead agent, a clear goal, and defined outputs. The workflow includes feedback loops where later phases can drive revisions in earlier ones.
| Phase | Lead | Goal | Key Output |
|---|---|---|---|
| 0 — Plan | McGonagall | Understand endorsement process and criteria | Charter, backlog, roadmap |
| 1 — Ideate | Dumbledore | Generate and shortlist concepts | 3-5 concept shortlist |
| 2 — Draft | Harry | Draft plan aligned with endorsement expectations | Business plan V1 |
| 3 — Model | Hermione | Build financial model; test viability | Financial model, plan V2 |
| 4 — Prove | Kingsley | Evidence pack and 4F scoring | 4F scorecard, plan V3 |
| 5 — Submit | Dobby | Final QA and submission bundle | Submission-ready bundle |
Plan Version Progression
The business plan evolves through three versions as it moves through the pipeline:
V1 — Harry (Phase 2 — Draft)
Initial narrative: executive summary, products & services, market opportunity, competitive analysis, business model, team, innovation narrative.
V2 — Hermione (Phase 3 — Model)
Financial model integrated; revenue projections, unit economics, and sensitivity analysis woven into the plan; assumptions validated.
V3 — Kingsley (Phase 4 — Prove)
Evidence pack attached; visual exhibits added; 4F scorecard gaps closed; compliance-hardened for endorsement body submission.
Feedback Loops
The workflow is not strictly linear — later phases can feed back to earlier ones:
| From | To | Trigger |
|---|---|---|
| Hermione (Model) | Harry (Draft) | Financial numbers require narrative edits to plan V1 |
| Kingsley (Prove) | Harry (Draft) | Evidence review surfaces narrative gaps |
| Kingsley (Prove) | Hermione (Model) | 4F assessment reveals assumption gaps in the financial model |
| Dumbledore (Ideate) | McGonagall (Plan) | Shortlisted idea proves not viable; need to re-plan |
When to Use Which Agent
| I want to... | Ask... |
|---|---|
| Kick off a new project | McGonagall |
| Get a progress overview | McGonagall |
| Explore a business idea | Dumbledore |
| Analyse my market opportunity | Dumbledore |
| Draft a business plan section | Harry |
| Write my executive summary | Harry |
| Build financial projections | Hermione |
| Calculate unit economics | Hermione |
| Run sensitivity analysis | Hermione |
| Check visa compliance | Kingsley |
| Run a 4F Formula evaluation | Kingsley |
| Gather evidence for my application | Kingsley |
| Final QA before submission | Dobby |
| Complete application forms | Dobby |
| Assemble submission bundle | Dobby |
| I'm not sure who to ask | McGonagall |
Agent Aliases
Each agent responds to multiple names — use whichever feels natural:
| Agent | Codename | Aliases |
|---|---|---|
| McGonagall | @mcgonagall | @coordinator@mc@minerva |
| Dumbledore | @dumbledore | @strategist@dd@albus |
| Harry | @harry | @writer@hp@potter |
| Hermione | @hermione | @analyst@hg@granger |
| Kingsley | @kingsley | @guardian@advisor@ks@shacklebolt |
| Dobby | @dobby | @librarian@curator@db@helper |
Tips
- Start with McGonagall — if you are unsure who to ask, she will route you to the right agent
- Be specific about what you need — agents perform best with clear requests
- Trust the handoffs — each agent knows when to pass work to a colleague
- Check progress regularly — ask McGonagall for a status update across all workstreams
- Use the Team Bar for quick filtering — one click narrows the board to a single member's work